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Great Elm Group
GEG

Overview Fund Activity

24 hedge funds and large institutions have $18.6M invested in Great Elm Group in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.8K
2
Raymond James Financial
Raymond James Financial
Florida
+$104

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$26.8K
2
Citadel Advisors
Citadel Advisors
Florida
-$15.1K
3
UBS Group
UBS Group
Switzerland
-$14.2K
4
CSC
Cove Street Capital
California
-$10.1K
5
BlackRock
BlackRock
New York
-$7.82K
Name Holding Trade Value Shares
Change 		Shares
Change %
NRCM
1
Northern Right Capital Management
Connecticut
$8.78M – – –
KCM
2
Kingdon Capital Management
New York
$2.63M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.12M -$3.77K -1,785 -0.2%
AGC
4
Alden Global Capital
Florida
$1.81M – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$1.24M -$26.8K -12,928 -2%
BlackRock
6
BlackRock
New York
$688K -$7.82K -3,776 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$481K -$2.63K -1,244 -0.5%
UBS Group
8
UBS Group
Switzerland
$250K -$14.2K -6,880 -5%
State Street
9
State Street
Massachusetts
$142K – – –
BCM
10
Bridgeway Capital Management
Texas
$119K – – –
Northern Trust
11
Northern Trust
Illinois
$95.9K – – –
Morgan Stanley
12
Morgan Stanley
New York
$95.5K – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$79.8K +$9.8K +4,643 +14%
Citadel Advisors
14
Citadel Advisors
Florida
$41.5K -$15.1K -7,159 -27%
TCOT
15
Trust Company of Toledo
Ohio
$31.1K – – –
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$24.1K – – –
Bank of America
17
Bank of America
North Carolina
$2.53K -$700 -338 -22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1K -$3 -2 -0.3%
Wells Fargo
19
Wells Fargo
California
$447 – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$222 – – –
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159 – – –
Raymond James Financial
22
Raymond James Financial
Florida
$104 +$104 +50 New
BC
23
Barrett & Company
Rhode Island
$27 – – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2 -$6 -3 -75%
CSC
25
Cove Street Capital
California
– -$10.1K -5,322 Closed
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